Acima Private Wealth’s Amgen AMGN Stock Holding History

Acima Private Wealth’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$727K	Sell	1,725 -167	-9%	-$66.6K	0.21%	62
2026 Q2	$685K	Hold	1,892	–	–	0.2%	69
2026 Q1	$666K	Hold	1,892	–	–	0.21%	65
2025 Q4	$619K	Hold	1,892	–	–	0.19%	68
2025 Q3	$534K	Hold	1,892	–	–	0.17%	71
2025 Q2	$528K	Hold	1,892	–	–	0.18%	68
2025 Q1	$589K	Hold	1,892	–	–	0.21%	65
2024 Q4	$493K	Hold	1,892	–	–	0.17%	78
2024 Q3	$610K	Hold	1,892	–	–	0.2%	68
2024 Q2	$591K	Hold	1,892	–	–	0.22%	67
2024 Q1	$538K	Hold	1,892	–	–	0.2%	79
2023 Q4	$545K	Hold	1,892	–	–	0.21%	78
2023 Q3	$508K	Hold	1,892	–	–	0.23%	84
2023 Q2	$420K	Sell	1,892 -100	-5%	-$23.2K	0.2%	88
2023 Q1	$482K	Hold	1,992	–	–	0.24%	84
2022 Q4	$523K	Hold	1,992	–	–	0.27%	76
2022 Q3	$449K	Hold	1,992	–	–	0.23%	77
2022 Q2	$485K	Hold	1,992	–	–	0.24%	78
2022 Q1	$482K	Sell	1,992 -22	-1%	-$5.05K	0.22%	86
2021 Q4	$453K	Hold	2,014	–	–	0.19%	89
2021 Q3	$428K	Hold	2,014	–	–	0.2%	87
2021 Q2	$491K	Hold	2,014	–	–	0.23%	82
2021 Q1	$501K	Hold	2,014	–	–	0.25%	80
2020 Q4	$463K	Hold	2,014	–	–	0.24%	80
2020 Q3	$512K	Hold	2,014	–	–	0.31%	77
2020 Q2	$475K	Hold	2,014	–	–	0.31%	75
2020 Q1	$408K	Hold	2,014	–	–	0.31%	75
2019 Q4	$486K	Hold	2,014	–	–	0.34%	74
2019 Q3	$389K	Hold	2,014	–	–	0.3%	80
2019 Q2	$371K	Hold	2,014	–	–	0.29%	80
2019 Q1	$383K	Buy	2,014 +100	+5%	+$19.1K	0.33%	72
2018 Q4	$373K	Buy	+1,914	New	+$373K	0.37%	67

Other funds holding AMGN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Acima Private Wealth's AMGN Position: Q3 2026 in Review

Acima Private Wealth reduced its Amgen (AMGN) stake by 8.8% in Q3 2026, selling an estimated $66.6K and leaving 1,725 shares worth $727K. The position accounts for 0.21% of the portfolio, ranked #62.

Acima Private Wealth first reported a position in AMGN in Q4 2018 and has held it in 32 quarters since. 402 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

Acima Private Wealth held 1,725 shares of Amgen worth $727K as of Q3 2026.
Acima Private Wealth sold 167 Amgen shares in Q3 2026, an estimated $66.6K.
Amgen made up 0.21% of Acima Private Wealth's portfolio in Q3 2026, its #62 holding.
Acima Private Wealth first reported a position in Amgen in Q4 2018 and has held it in 32 quarters since.
402 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.